Latest Institutional Purchases of Technology Sector Spdr (XLK)
This list provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
889New |
$175K - $211K
|
889
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
862+ 19.58% |
$170K - $205K
|
5.26K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
855+ 1.51% |
$169K - $203K
|
57.4K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
851+ 100.71% |
$168K - $202K
|
1.7K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
829+ 4.1% |
$164K - $197K
|
21K
$4.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
819New |
$162K - $195K
|
819
$189K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
798+ 33.29% |
$157K - $190K
|
3.2K
$738K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
761New |
$150K - $181K
|
761
$176K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
754+ 12.37% |
$149K - $179K
|
6.85K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
736New |
$145K - $175K
|
736
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
736+ 1.43% |
$145K - $175K
|
52.3K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
730+ 17.86% |
$144K - $174K
|
4.82K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
723+ 78.25% |
$143K - $172K
|
1.65K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
705+ 78.77% |
$139K - $168K
|
1.6K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
703+ 15.87% |
$139K - $167K
|
5.13K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
685+ 29.35% |
$135K - $163K
|
3.02K
$697K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
681+ 18.88% |
$134K - $162K
|
4.29K
$990K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
670+ 6.49% |
$132K - $159K
|
11K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
665+ 9.67% |
$131K - $158K
|
7.54K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
663+ 2.25% |
$131K - $158K
|
30.1K
$6.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
649+ 3.59% |
$128K - $154K
|
18.7K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
642New |
$127K - $153K
|
642
$148K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
610+ 8.71% |
$120K - $145K
|
7.61K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
605+ 16.58% |
$119K - $144K
|
4.26K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
578+ 28.7% |
$114K - $137K
|
2.59K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
569+ 42.12% |
$112K - $135K
|
1.92K
$443K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
558+ 15.63% |
$110K - $133K
|
4.13K
$953K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
555+ 0.47% |
$110K - $132K
|
119K
$27.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
545+ 2.01% |
$108K - $130K
|
27.6K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
541+ 13.26% |
$107K - $129K
|
4.62K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
525+ 8.43% |
$104K - $125K
|
6.76K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
501+ 1.58% |
$98.9K - $119K
|
32.1K
$7.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
500+ 6.33% |
$98.7K - $119K
|
8.4K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500+ 55.56% |
$98.7K - $119K
|
1.4K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
500+ 14.84% |
$98.7K - $119K
|
3.87K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
497+ 7.53% |
$98.1K - $118K
|
7.1K
$1.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
496+ 9.22% |
$97.9K - $118K
|
5.88K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
477+ 53.18% |
$94.1K - $113K
|
1.37K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
461+ 4.79% |
$91K - $110K
|
10.1K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
460+ 2.07% |
$90.8K - $109K
|
22.7K
$5.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
456+ 12.59% |
$90K - $108K
|
4.08K
$942K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
448+ 0.38% |
$88.4K - $106K
|
117K
$27.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
441+ 21.66% |
$87K - $105K
|
2.48K
$572K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
441+ 1.99% |
$87K - $105K
|
22.6K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
429+ 0.91% |
$84.7K - $102K
|
47.5K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
422+ 8.77% |
$83.3K - $100K
|
5.23K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
421+ 2.37% |
$83.1K - $100K
|
18.2K
$4.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
419New |
$82.7K - $99.6K
|
419
$96.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
413+ 15.37% |
$81.5K - $98.2K
|
3.1K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
412+ 31.5% |
$81.3K - $97.9K
|
1.72K
$397K
|